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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,824 | $98,766-17.2% | $149,730-45.4% | $79,852+2.5% |
| Participation rate | 59.6% | 75.8%-16.2pp | 82.5%-22.9pp | 69.6%-10.1pp |
| Annual return | 16.44% | 27.43%-11.0pp | 276.70%-260.3pp | 31.72%-15.3pp |
| Employer contribution / active EE | $1,715 | $3,217-46.7% | $4,645-63.1% | $2,471-30.6% |
| Participant deferral / active EE | $3,394 | $5,681-40.3% | $6,843-50.4% | $3,740-9.3% |
| Admin fee / account holder | $2,108 | $6,052-65.2% | $9,310-77.4% | $5,306-60.3% |